Barry Salzman Email & Phone Number
Partner, Director and Wealth Manager
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Barry Salzman Location
- Baltimore, MD, US
Barry Salzman Work
- 2017 -now Partner, Director and Wealth Manager @ Steward Partners Global Advisory/SMH Capital Group
- 2008 -2017 Financial Advisor, Certified Portfolio Manager® Senior Vice President, Portfolio Management Director @ Morgan Stanley
- 2003 -2008 Senior Vice President, Senior Portfolio Manager Custom Portfolio Program @
- 1979 -2003 National Director of Branch Developement, Senior Vice President, Regional Manager @ Gruntal & Co., Inc
Barry Salzman Education
- Columbia University-Fu Foundation School of Engineering and Applied Science
Certified Portfolio Manager® (Financial Engineering and Portfolio Management)
2010-2011 - The Johns Hopkins University
(Operations Research Engineeering)
1967-1969 - University of Maryland, College Park
BA (Psychology)
1962-1966
Barry Salzman Skills
- Asset Allocation
- Asset Management
- Customer Service
- Equities
- Finance
- Financial Advisory
- Portfolio Management
- Wealth Management
- Securities
- Investment Strategies
- Management
- Program Management
- Microsoft Excel
- Financial Analysis
- Life Insurance
- Consumer Lending
- Enterprise Software
Barry Salzman Summary
- Barry Salzman, based in Baltimore, MD, US, is currently a Partner, Director and Wealth Manager at Steward Partners Global Advisory/SMH Capital Group. Barry Salzman brings experience from previous roles at Morgan Stanley, UBS and Gruntal & Co., Inc. Barry Salzman holds a 2010 - 2011 Certified Portfolio Manager® in Financial Engineering and Portfolio Management @ Columbia University-Fu Foundation School of Engineering and Applied Science. With a robust skill set that includes Asset Allocation, Asset Management, Customer Service, Equities, Finance and more. Barry Salzman has 1 emails and 1 mobile phone numbers on RocketReach.
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